Super Micro’s Stock Takes a Hit Amid Broader Market Sell-Off
Super Micro Computer Inc. (NASDAQ: SMCI), a leading maker of AI servers, saw its stock plunge on Tuesday as the broader tech sector experienced a sharp sell-off. Despite the decline, SMCI shares remain up over 24% year-to-date, though still trading well below the March 8 intraday high of $122.90.
Investor sentiment around SMCI stock remained bearish, with Stocktwits data showing a sentiment score of 27/100 and extremely low message volume. Even after announcing two major partnerships with Nvidia (NVDA), the positive news failed to boost the stock significantly.
New Nvidia Partnership Fails to Revive Bullish Sentiment
During trading hours, Super Micro revealed support for Nvidia’s RTX PRO 6000 Blackwell Server Edition GPUs across its workload-optimized GPU servers and workstations. These next-gen AI systems are designed to accelerate LLM-inference, fine-tuning, agentic AI, and graphics rendering, making them attractive to enterprises scaling their AI infrastructure.
After the market closed, Super Micro doubled down on its AI push by announcing new systems and rack solutions powered by Nvidia’s Blackwell Ultra platform. The company emphasized that these solutions will deliver breakthrough performance for compute-intensive AI workloads, including AI reasoning, agentic AI, and video inference applications.
Despite the announcements, retail sentiment remained skeptical. One bearish observer on Stocktwits predicted the stock could drop to the $20s level, while another user suggested that only significantly positive news could lift the sagging shares.
SMCI Stock Closes Higher in After-Hours Trading
Following the market sell-off, Super Micro shares ended the after-hours session up 0.79%, closing at $37.90. The stock has traded within a 52-week range of $17.25 to $110.61, leaving investors questioning whether its AI-driven growth potential can overcome the current market volatility.
